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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2018
- Office Locations
- 1
Office Locations
About Best Invest
Best Invest is an independent RIA in San Antonio serving individuals and families with retirement-focused financial planning and portfolio management. The team emphasizes a high-touch advisor relationship and disciplined, independent security selection with clear portfolio rationale. Portfolios commonly use ETFs alongside stocks, bonds, and mutual funds, with support for tax and wealth transfer planning. Custodied with Charles Schwab.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN EDWARD FOSDICK
Chief Executive Officer, President
- CRD
- #4034278
- Ownership
- 75% or more
LORI SUE BARKER
Advisor, Chief Compliance Officer
- CRD
- #1234830
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $295,595,225 | $168,334 |
| Non-Discretionary | $782,922 | $130,487 |
| Total | $296,378,147 | $168,206 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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